Geopolitics of Computational Power

Project Stargate a $500 billion, multi-gigawatt data-center network from OpenAI, Microsoft, and the U.S. government—signals that control of watts and GPUs is replacing oil and nukes as the world’s new hard power. We trace how Texas and Abu Dhabi super-clusters, chip export quotas, and Taiwan’s bottleneck are redrawing geopolitical lines, while Meta’s VO-3-powered ads reveal a coming internet optimized for hyper-personalized persuasion. The crew also unpacks Anthropic’s Game-of-Thrones clash with OpenAI over Claude access and the $1.5 billion Builder.ai “no-AI” scandal, exposing the razor-thin line between breakthrough and buzzword. If you want to understand how compute, capital, and national security will shape the 2030s, hit play.

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TIMESTAMPS

00:00 Stargate's International Expansion
10:06 How Big Of A Deal Is This?
15:46 Governments vs Private AI
22:18 Who Owns The Data?
25:37 Content Addiction Endgame
35:39 This Is A Big Deal
41:19 Can This Be A Good Thing?
48:39 Fake AI Agents??
56:41 Game Of Thrones Update

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RESOURCES

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

Ejaaz:https://x.com/cryptopunk7213

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